| Category: Equity: Thematic-Others |
| Launch Date: 20-08-2014 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| Expense Ratio: 2.55% As on (30-06-2022) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 487.94 Cr As on (30-06-2022) |
| Turn over: 12.61 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| L&T Business Cycles Fund - Regular Plan - Growth | 10.01 | 17.8 | 8.31 | - | 11.29 |
| S&P BSE 500 TRI | 7.49 | 12.09 | 8.28 | 12.59 | 11.22 |
| Equity: Thematic-Others | 5.85 | 20.37 | 10.83 | 14.33 | 14.54 |
Venugopal Manghat,Alok Ranjan,Cheenu Gupta
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| L&T Business Cycles Fund - Regular Plan - Growth | - | 0.34 | -4.1 | 1.1 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| L&T Business Cycles Fund - Regular Plan - Growth | 20-08-2014 | 10.01 | 31.52 | 17.8 | 8.31 | 0.0 |
| Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan | 07-11-2008 | 25.02 | 32.05 | 16.87 | 11.4 | 8.33 |
| UTI-Transpotation and Logistics Fund-Growth Option | 01-08-2005 | 24.8 | 34.01 | 23.38 | 5.77 | 18.16 |
| ICICI Prudential FMCG Fund - Growth | 31-03-1999 | 24.07 | 23.47 | 16.7 | 12.93 | 14.63 |
| Quant ESG Equity Fund - Growth Option - Regular Plan | 06-11-2020 | 22.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 01-01-2019 | 20.15 | 42.18 | 24.72 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 12.27 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 11.22 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 9.8 | 24.03 | 19.04 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 9.47 | 35.55 | 24.54 | 0.0 | 0.0 |